Purse Strings Approved Professionals
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What makes a Pro certified? Find out.
Help me with...
- Financial Advising
One word: Empowerment. It's not just education, it's not just advice, it's equipping you to win in your mind & your heart. Sometimes what you do or do not invest in matters as much as how well your investment performs. It’s not just about risk, it’s about personal values.
We offer total financial needs analysis and solutions provided through a network of experienced professionals with expertise in:
• Advisory services and wealth management
• Retirement programs & strategic analysis
• Comprehensive Liability insurance
• Employee benefits & retention services
• Business continuation strategies
• Life, health, disability, and long term care insurance
For me it's not about investments or insurance, it's about how we can transform lives financially. We deliver high level advice and work to ensure our clients understand the best pathway forward.
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.